SBI Short Horizon Debt Fund vs HSBC Ultra Short Duration Fund compare
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Fund | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹12131 Cr | ₹2625 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 29 Jan 2020 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Liquid Rate Index | CRISIL Ultra Short Duration Fund AI Index |
Turn Over | 0.0% | 54% |
Expense Ratio | 1.02 | 0.47 |
Manager | Pradeep Kesavan | Jalpan Shah |
ISIN Code | INF200K01MG8 | INF336L01OW1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.98% | 0.78% |
6 Month | 3.93% | 3.82% |
1 Year | 7.74% | 7.57% |
3 Year | 6.61% | 6.8% |
5 Year | 5.73% | 5.7% |
SIP Return Analysis
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 2.26% | 2.07% |
1 Year | 8.15% | 7.84% |
3 Year | 7.35% | 7.37% |
5 Year | 6.32% | 6.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.72% | 4.95% |
3 Year | 7.52% | 5.14% |
5 Year | 8.06% | 5.57% |
Risk Management
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.549% | 0.456% |
Sharp | -0.742% | -0.027% |
Beta | 4.186% | 2.978% |
Alpha | -1.12% | -0.586% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Jalpan Shah |
Total AUM | ₹434274 Cr | ₹16521 Cr |
Funds Managed | 43 | 6 |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.78%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns16.61%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns13.96%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.36%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.68%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.78%
SBI Overnight Fund - Regular Plan - Growth
3Y Returns6.24%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.29%